Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,190 | $162,136-66.6% | $152,301-64.4% | $154,746-65.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.47% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,688 | $4,890-65.5% | $4,624-63.5% | $4,379-61.4% |
| Participant deferral / active EE | $2,230 | $8,341-73.3% | $8,004-72.1% | $6,730-66.9% |
| Admin fee / account holder | $31,396 | $15,759+99.2% | $14,398+118.1% | $14,365+118.6% |